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AI Assistant

The AI Assistant is an interactive chat embedded in the Report Editor that can inspect your report, create and modify elements, manage data sources, parameters, and dictionaries, and answer questions -- all through natural language.

To use the AI Assistant, your role must have the AI permission (see Roles) and at least one AI Integration must be configured in the workspace.

Conversations

Each conversation is tied to the report you were editing when it was created. The model dropdown at the top of the chat lets you pick which AI Integration to use. Each conversation remembers its model choice, so you can switch models mid-conversation without losing history. New conversations default to the model from your most recent chat.

What the Assistant Can Do

Every time you send a message, the assistant automatically receives an overview of your current report -- pages, elements, data sources, parameters, dictionaries, and custom components -- so it can respond in context without you having to explain your setup.

Beyond answering questions, the assistant can take actions on your behalf. These actions appear in the chat as collapsible detail rows so you can review what happened. The assistant can:

  • Inspect any page structure, data source, parameter, dictionary, custom component, theme, or current runtime data
  • Add, update, or remove elements on a page
  • Add pages and navigate between them
  • Create, update, and delete data sources and parameters
  • Create dictionaries (report-scoped or global) and manage translation entries
  • Browse workspace languages, external databases, and the file system
  • Load reference documentation on demand for any component type or topic (data sources, text formats, ECharts, etc.)

The assistant can also leverage AI Skills -- user-defined instructions that are automatically included based on their scope, giving the assistant domain-specific context for the report you are working on.

Tips

  • Select the right page first. The assistant sees the currently selected page. Navigate to the page you want to work on before sending your message.
  • Select an element for targeted changes. Select an element in the editor so the assistant knows which one you mean.
  • Be specific. Instead of "make it look better," try "change the heading font size to 18px and set the color to dark blue."
  • Use Skills for repeated context. If you keep explaining the same business rules or database structure, create an AI Skill instead.
  • One page at a time. The assistant works best focused on a single page. For multi-page changes, work through them sequentially.